What's Around the Next Bend: Future Currents in Resource Sharing

Keynote Speaker: Cyril Oberlander, Director, Milne Library, SUNY College at Geneseo

Session Title: Future of Interlibrary Loan – Valued Role in Transforming Libraries

Session Time: 9:00 a.m.

Session Description: Business as usual? Imagine researchers asking for information to be available on their e-reader devices within minutes, students want to borrow all their textbooks, and collaborating groups want materials to be collected, curated, distributed and shared by teams across the globe. Interlibrary Loan is well positioned to handle requests that are increasingly global in scale, customized in services, and resolving the tensions of should we buy it or borrow it in an age of economic woes, increased emphasis on ebook packages, right-sizing print collections, and purchase on demand. We are moving from optimizing Interlibrary Loan workflow and systems to increasingly transforming libraries – so what are we looking forward to in the next 5 years, and what does it mean for our services, roles, skills, and expectations?

Speaker Bio: Cyril Oberlander is the Director of Milne Library at the SUNY College at Geneseo since April, 2012, and was previously the Interim Director since January 2011, and before that the Associate Director of Milne Library since January 2008. Prior to that, he was the Director of Interlibrary Services at the University of Virginia Library 2005-2008; and Head of Interlibrary Loan at Portland State University from 1996-2005; and before that served as the Assistant Supervisor and the Staff Trainer for Access Services. His consultation experience includes independent consulting services through OCLC, and workflow design with various vendors.

Additional information: https://www.geneseo.edu/library/cyril-oberlander

Speakers: Tim Prather, Continuing Education Librarian (Resource Sharing), Amigos Library Services and Sally Quiroz, ILL Manager, West Texas TexNet Center, 2007-2012

Session Title: ILL 101: Borrowing

Session Time: 10:00 a.m.

Session Description: This session designed to explain the basic concepts of interlibrary loan borrowing in general terms without reference to specific software or ILL management systems. These concepts underlie all the various ILL software and systems. Intended for staff whose ILL requests were processed outside of the library and are now responsible for their own ILL processing, and for staff new to the ILL world. Topics will include borrowing protocols, lending relationships, copyright and more.

Speaker: Lars Leon, University of Kansas

Session Title: The Cost of ILL: Real Numbers for Better Decision-Making

Session Time: 10:00 a.m.

Session Description: Librarians and vendors have continued to refer to the ten year old ARL ILL Cost Study to make increasingly more important decisions related to workflow choices, buy versus borrow, and more. We need updated numbers to make the best decisions possible. Nancy Kress, North Carolina State University, and Lars Leon completed a study of resource sharing costs for fiscal year 2011. This study provided some updated figures for academic libraries to help with buy versus borrow decisions and point towards areas that needed further investigation. Lars will also present some rough estimates for public libraries’ costs. He will highlight the basic numbers identified in the study and describe what libraries are doing to have lower costs and what this kind of data means for Collection Development.

Speaker Bio: Lars Leon is the Head of Resource Sharing at the University of Kansas Libraries. He is also involved with their library staff development and assessment activities. His research and service interests focus on interlibrary loan best practices, assessment, and staff development. He has published in Interlending & Document Supply, and other publications. He has presented at a variety of conferences and workshops including the Colorado ILL Conference, Northwest Interlibrary Loan Conference in the United States. In addition, he has presented at various conferences in Sweden, Iceland, and Bulgaria.

Speakers: Nora Dethloff, University of Houston and Ryan Litsey, Texas Tech University

Session Title: Share and Share Alike: How Texas libraries big and small can make resource sharing more effective

Session Time: 10:00 a.m.

Session Description: The AMIGOS consortium is a diverse mix of small libraries, large academic libraries, and many libraries in-between. With our presentation we try to provide insight on what ILL looks like at large academic libraries, and offer some tips and tricks for smaller libraries borrowing from or lending to their larger partners in the region. We will discuss some free and low-cost technological solutions (such as Odyssey Stand-Alone and OCLC’s Article Exchange) that allow smaller libraries to seamlessly borrow and share with much larger libraries. In the second half of the presentation, we hope to hear from some libraries of other sizes and types. What are the driving factors for their ILL services, and what can larger academic libraries do to facilitate a better experience for them?

Nora's Bio: Nora Dethloff, M.F.A, M.L.I.S, is the Assistant Head of Information & Access Services at the University of Houston's M.D. Anderson Library, where she oversees Interlibrary Loan, Course Reserves, and Shelving Services. Her research interests include process improvement, management, and user experience design. She has presented on trends and technology in Access Services and electronic Interlibrary Loan, and her work has appeared in the Journal of Access Services. She is the current Vice-Chair of the Reference and User Service Association’s Sharing and Transforming Access to Resources Section (RUSA STARS),and the current Chair of the Greater Western Library Alliance’s Resource Sharing and Document Delivery (GWLA RSDD) committee.

Ryan's Bio: Ryan Litsey is the Document Delivery / Interlibrary Loan Assistant Librarian in the Texas Tech University Libraries. He earned a Bachelors of Arts in Political Science as well as a Master of Arts in Political Science from California State University Northridge. He also holds a Master of Science in Library and Information Sciences from Florida State University.

Speakers: Tim Prather, Continuing Education Librarian (Resource Sharing), Amigos Library Services and Sally Quiroz, ILL Manager, West Texas TexNet Center, 2007-2012

Session Title: ILL 101: Lending

Session Time: 11:00 a.m.

Session Description: This session is designed to complement the borrowing session. We will explain the basic concepts of interlibrary loan lending in general terms without reference to specific software or ILL management systems. These concepts underlie all the various ILL software and systems. Topics will include lending protocols, reciprocal agreements, copyright and more.

Sally's Bio: Sally Quiroz has a BA in Spanish from the University of Texas at El Paso and received her MSLS from the University of North Carolina at Chapel Hill School of Information and Library Science in 2006. Most recently she was manager of the West Texas Region TexNet Center where she managed Interlibrary Loan for 43 county and city libraries in West Texas including the Lubbock Public Library for the last 5 1/2 years. Sally currently lives in Lubbock, Tx. and is seeking a position in an academic or public library. She is the mother of 3 sons and one lovely daughter-in-law and has two grandsons.

Speaker: Linda Frederiksen, Washington State University Vancouver

Session Title: Ebooks and ILL: Turbulent Waters

Session Time: 11:00 a.m.

Session Description: According to the Whitewater Classification System, an advanced level Class IV rapid can be characterized as "long and difficult with constricted passages that often require complex maneuvering in turbulent water. The course may be hard to determine and scouting is often necessary."

Not unlike Class IV whitewater, processing an interlibrary loan request for an ebook can also be a challenge for almost everyone involved. This type of request is more difficult and requires time, thought and technical expertise to successfully traverse. Although past experience will be useful when processing these requests, previously learned rules and procedures may not always apply. In this session, some insight into the ways libraries are preparing for and navigating these uncertain waters will be provided, along with some examples of running the rapids and only getting a little wet.

Speaker Bio: Linda Frederiksen is the Head of Access Services at Washington State University Vancouver in Vancouver, Washington. She has a B.A. in History and French from Central Washington University and received her MLS from Emporia State University in 1997. She is the co-author of the recent Chandos Press publication "Global Resource Sharing." Linda has an active interest in local, regional, national and international interlibrary loan, access services and resource sharing initiatives.

Speaker: Kristen Palmiere, University of Texas at Dallas

Session Title: Marketing Interlibrary Loan to Students: Promoting and Expanding Services

Session Time: 11:00 a.m.

Session Description: For the past few years, the University of Texas at Dallas' McDermott Library has seen a steady decrease in the number of interlibrary loan requests submitted by students. In order to promote the use of interlibrary loan and document delivery, the Interlibrary Loan Services department launched a marketing campaign for the Fall 2012 semester that utilizes promotional materials, the library website, and social media. In addition, the department has begun specifically marketing document delivery services, mailing books to distance learners, improved workflow for quicker turnaround time, and for the first time made interlibrary loan services completely free to students – changes geared toward making these services more visible and user-friendly. This presentation will discuss the possible reasons for the recent decline in requests, the methods being used to promote interlibrary loan and document delivery usage, and actions that are being considered for later implementation to continue promoting and expanding services in the future.

Speaker Bio: Kristen Palmiere is Head of Interlibrary Loan Services at the University of Texas at Dallas’ Eugene McDermott Library. Since joining UT Dallas in April, Kristen has been working on promoting ILL and document delivery services to students and faculty, as well as updating processes and workflow. Prior to working at UT Dallas, Kristen spent almost four years in the Interlibrary Loan and Document Delivery Services department at the University of Central Florida. She received her Master of Library and Information Science from the University of South Florida in December.

Speakers: Kate Cordts, Interlibrary Loan Manager, San Antonio Public Library, Marcia Chapman, Interlibrary Loan Manager, Houston Public Library and Ralph Horton, Director, OCLC Operations Kansas

Session Title: Navigator Best Practices

Session Time: 1:00 p.m.

Session Description: Experienced users of the software will provide explanations for basic do’s and don'ts of the Navigator software in this session.

Marcia's Bio: Marcia Chapman is the Manager of Interlibrary Loan at Houston Public Library (HPL) and was previously the Interim Transitional Leader of Interlibrary Loan since 2011. Prior to that, she was the Manager of the Job and Career Center at the Central Library at HPL and also served as the manager of various Neighborhood Libraries throughout the HPL system.

Kate's Bio: Kate Cordts has worked with Interlibrary Loan since 1981, so has seen ILL change from a paper-dependent process to the paperless, almost immediate response system it is today. Based at San Antonio Public Library, she has worked with public libraries across Texas as they have provided this changing service to their citizens.

Speaker: Suzanne Sweeney, Texas Woman’s University

Session Title: Safe Channel: OCLC’s Article Exchange

Session Time: 1:00 p.m.

Session Description: OCLC's Article Exchange document-sharing site provides a single, secure location where lending libraries can place requested documents and library users can retrieve articles or book chapters obtained for them via interlibrary loan. This site adds convenience, security and enhanced copyright compliance to article sharing through interlibrary loan. Article Exchange is accessible from within the WorldCat Resource Sharing service and through an ILLiad Addon. Attend this session to learn how Texas Woman’s University implemented the service and how it’s working for them.

Speaker: Molly Murphy, University of Oklahoma

Session Title: Campus Book Delivery via Bicycle

Session Time: 1:00 p.m.

Session Description: University of Oklahoma started Sooner Xpress to enable our users to request items from the main library or any of our branch libraries to be pulled and placed on hold for the patron. Of course, users wanted us to mail their items to them. We did that. But our users wanted more: they wanted us to get their items to them faster than the campus mail. Beginning this spring semester, with the help of an old cruiser bicycle outfitted with a basket, we began on-campus delivery of Sooner Xpress items as well as books received via interlibrary loan. It has been a very popular and successful service. We have six months of experience and statistics to share.

Speaker Bio: Molly Murphy has been the Document Delivery Librarian at the University of Oklahoma Libraries since 1998. She has been riding a bike since approximately 1967.

Speakers: Kate Cordts, Interlibrary Loan Manager, San Antonio Public Library and Marcia Chapman, Interlibrary Loan Manager, Houston Public Library

Session Title: Piloting Navigator Tips and Tricks: Genealogy, Articles and More

Session Time: 2:00 p.m.

Session Description: Navigator pilots! Attend this session to learn how to navigate the dangerous shoals of genealogy and negotiate the sandbars of article and other types of hard to get materials.

Kate's Bio: Kate Cordts has worked with Interlibrary Loan since 1981, so has seen ILL change from a paper-dependent process to the paperless, almost immediate response system it is today. Based at San Antonio Public Library, she has worked with public libraries across Texas as they have provided this changing service to their citizens.

Marcia's Bio: Marcia Chapman is the Manager of Interlibrary Loan at Houston Public Library (HPL) and was previously the Interim Transitional Leader of Interlibrary Loan since 2011. Prior to that, she was the Manager of the Job and Career Center at the Central Library at HPL and also served as the manager of various Neighborhood Libraries throughout the HPL system.

Speaker: Ellie Kohler, Rockhurst University Library

Session Title: Free (or mostly free) Web Tools to Streamline ILL Workflows

Session Time: 2:00 p.m.

Session Description: In 2011-2012, a small private academic library experienced an 80% increase in patron-based interlibrary loan requests. This surge in demand led the ILL department at the Rockhurst University Library to examine interlibrary loan processes in order to meet demand. Where could the department streamline to be more efficient and what technologies would be needed? Aware that any improvements would have to be low-cost or no-cost solutions in order to keep within budget, the department supervisor actively looked for creative options to handle the workload and still maintain quality control.

This presentation demonstrates how a small academic library with a one-person ILL department evaluated and incorporated web-based tools and browser extensions, and ultimately adapted an alternative web-based system for its resource sharing management. New developments that have occurred since the adoption of the new system and patron feedback related to the changes will be shared.

Speaker Bio: Ellie Kohler has been the Public Services Supervisor at Rockhurst University's Greenlease Library since 2010. She has worked in both academic and special libraries and is very interested in utilizing new technologies to enhance current operations in Interlibrary Loan and Circulation. Prior to coming to Rockhurst in 2007, she worked as the Preservationist at the Linda Hall Library of Science, Engineering and Technology. She believes that librarians are in the forefront of the tug of war between preserving the past and embracing the future.

Speaker: Tina Baich, Indiana University-Purdue University Indianapolis Library

Session Title: Rising to the Challenge of International Resource Sharing

Session Time: 2:00 p.m.

Session Description: Despite an increasingly global information environment, international resource sharing still presents challenges. Two surveys conducted by the RUSA STARS International ILL Committee identified a number of barriers to participating in international interlibrary loan. This presentation will discuss these barriers, possible improvements, and discovery resources for international interlibrary loan.

Speaker Bio: Tina Baich is an Assistant Librarian at Indiana University-Purdue University Indianapolis' University Library where she has been as the ILL Librarian since September 2006. In addition to supervising the Interlibrary Services department, Tina serves on the Bibliographic & Metadata Services and Liberal Arts Teams. She served on the ALA RUSA STARS International Interlibrary Loan Committee from 2008 to 2012 and was the Chair in 2011-2012. As a member of the Committee, Tina co-authored the report on the Committee's survey of U.S. libraries. Tina is a graduate of the Indiana University Schools of Library & Information Science and Liberal Arts with master degrees in Library Science and Public History.

Speaker: Liz Wardlaw, Trans-Amigos Express Coordinator, Amigos Library Services

Session Title: TAE/TExpress Courier Transition

Session Time: 3:00 p.m.

Session Description: On November 6, the TAE/TExpress service began using a new courier company. Liz Wardlaw will provide information about the new courier, the transition plan, and the exciting new opportunities the new courier company brings to the program. We encourage all libraries to ask questions, share their concerns, and provide feedback about the upcoming changes to the courier service.

Liz Wardlaw, TAE coordinator, will emcee the program. We are counting on you to contribute your solutions, workflows, ideas and questions. Sign up for this session and we’ll send you the discussion questions about a week before the event.

Speaker: Tim Bowen, Director, Academic Products & Services, Copyright Clearance Center

Session Title: The Get It Now Experience

Session Time: 3:00 p.m.

Session Description: In 2009, The California State University Libraries had a problem. Obtaining journal articles via ILL wasn’t meeting their patron’s delivery expectations and all too often articles went unclaimed wasting time and money. Sound familiar? To solve this problem, the CSU Office of the Chancellor worked closely with Copyright Clearance Center to develop a cost-effective, expeditious article delivery service called "Get It Now" that’s putting a smile on the faces of both patrons and librarians. Today, Get It Now is used by over 130 academic institutions and is tightly integrated within the content search and ILL workflows via seamless integration with Ex Libris SFX, ILLiad, Odyssey, and other library applications. Millions of journal articles from over 30 leading publishers are now available within minutes, 24 x 7, at special academic rates. Come learn more about Get It Now, find out how it’s integrated with SFX, and hear directly from an ILL librarian how their institution is using and benefiting from it.

Speaker Bio: Tim Bowen is the Director of Academic Products & Services at Copyright Clearance Center in Danvers, Massachusetts. He joined Copyright Clearance Center in 2003 and is responsible for the development and management of CCC's pay-per use and annual licensing services for academic institutions as well as CCC’s newest product, Get It Now. Mr. Bowen has over 20 years of product management, product marketing, and channels marketing experience. Previously, he worked at Genuity, Cabletron Systems, Digital Equipment Corporation, and Nashua Corporation. He holds a BS in business administration–marketing from Plymouth State University and an MBA from Southern New Hampshire University.

Speaker: Tony Melvyn

Session Title: WorldShare ILL

Session Time: 3:00 p.m.

Session Description: OCLC WorldShare™ Interlibrary Loan is the new service that will replace WorldCat Resource Sharing. The service centralizes workflows now managed in multiple systems, and will provide new functionality that speeds fulfillment of interlibrary loan requests and saves time for library staff and library users. Attend this session to learn the latest from OCLC about WorldShare ILL.

Speaker Bio: Tony has worked at OCLC for over 26 years in Various roles in Resource Sharing. He is responsible for day to day management of WorldCat Resource Sharing Service. Tony is currently managing enhancements to the WorldCat Resource Sharing service including the Article Exchange service. Tony recieved his BA in History from Saint Louis University. He has worked in Acquisitions, Cataloging and Interlibrary loan at Pius the XII library at Saint Louis University and the Bellevue Public Library in Bellevue Nebraska before coming to OCLC in 1986.